Lord Abbett Value Fund Quote
| LVOAX Fund | USD 21.84 0.29 1.35% |
Performance11 of 100
| Odds Of DistressLess than 17
|
Lord Abbett is trading at 21.84 as of the 26th of November 2024; that is 1.35% up since the beginning of the trading day. The fund's open price was 21.55. Lord Abbett has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Lord Abbett Value are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of July 2023 and ending today, the 26th of November 2024. Click here to learn more.
The fund normally invests at least 65 percent of its net assets in equity securities of small and mid-sized companies. Small and mid-sized companies are defined as companies having a market capitalization at the time of purchase that falls within the market capitalization range of companies in the Russell 2500 Index. More on Lord Abbett Value
Moving together with Lord Mutual Fund
Lord Mutual Fund Highlights
| Fund Concentration | Lord Abbett Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, Lord Abbett (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Lord Abbett Value [LVOAX] is traded in USA and was established 26th of November 2024. Lord Abbett is listed under Lord Abbett category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Lord Abbett family. This fund now has accumulated 1.25 B in assets with no minimum investment requirementsLord Abbett Value is currently producing year-to-date (YTD) return of 21.82% with the current yeild of 0.0%, while the total return for the last 3 years was 3.55%.
Check Lord Abbett Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Lord Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Lord Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Lord Abbett Value Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Lord Abbett Value Mutual Fund Constituents
| LYV | Live Nation Entertainment | Stock | Communication Services | |
| DFS | Discover Financial Services | Stock | Financials | |
| RS | Reliance Steel Aluminum | Stock | Materials | |
| LSTR | Landstar System | Stock | Industrials | |
| WAL | Western Alliance Bancorporation | Stock | Financials | |
| LFUS | Littelfuse | Stock | Information Technology | |
| AXS | AXIS Capital Holdings | Stock | Financials | |
| STE | STERIS plc | Stock | Health Care |
Lord Abbett Value Risk Profiles
| Mean Deviation | 0.7601 | |||
| Semi Deviation | 0.7179 | |||
| Standard Deviation | 1.04 | |||
| Variance | 1.09 |
Lord Abbett Against Markets
Other Information on Investing in Lord Mutual Fund
Lord Abbett financial ratios help investors to determine whether Lord Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Lord with respect to the benefits of owning Lord Abbett security.
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